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Jacobi Capital Management’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Jacobi Capital Management’s Portfolio HYDB Stock Details HYDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-201
Closed -$10K – 805
2021
Q3 		$10K Buy
+201
New +$10.4K ﹤0.01% 1051

Other funds holding HYDB

OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Jacobi Capital Management's HYDB Position: Q4 2021 in Review

Jacobi Capital Management sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q4 2021, closing a stake of 201 shares — an estimated $10K sold.

Jacobi Capital Management first reported a position in HYDB in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 46 funds tracked by Wall St. Rank hold HYDB as of Q4 2021.

  • Jacobi Capital Management reported no remaining iShares High Yield Systematic Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 201 iShares High Yield Systematic Bond ETF shares in Q4 2021, an estimated $10K.
  • Jacobi Capital Management first reported a position in iShares High Yield Systematic Bond ETF in Q3 2021 and held it in 1 quarter.
  • Jacobi Capital Management's iShares High Yield Systematic Bond ETF position peaked at $10K in Q3 2021.
  • 46 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.